- JPMorgan Chase (San Antonio, TX)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA, CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
- Bank of America (Houston, TX)
- …on a leadership role on the team and within the business community **Desired Qualifications:** + MBA or Post-Graduate Degree + CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening… more
- Matter Family Office (Dallas, TX)
- …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
- Bank of America (Houston, TX)
- …if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD ... a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening… more
- Bank of America (Dallas, TX)
- …considered if willing to obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus Skills Used in this Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions… more
- Truist (Dallas, TX)
- …check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA ... and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking School)… more
- Charles Schwab (Westlake, TX)
- …with MS Excel and PPT Additional requirements for role: . **BA/BS required** , MBA a plus . **FINRA Series 7 and 66 required** . Industry certifications (CIMA/ ... CFP /CFA/CWS) preferred . Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience . Typical travel is… more
- Regions Bank (Houston, TX)
- …of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration ( MBA ) or Master of Taxation) + Professional Certification(s) to include Certified ... Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified… more